|
Institutional
Holders
Total
Institutions:
|
136 6 |
|
Total
shares held :
|
10,750,230 |
|
% of shares
held :
|
75.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-116,188 |
|
% of shares
held change :
|
-0.82% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WIN ADVISORS INC |
24 |
*New |
2024-03-31 |
59,756 |
$2,962,000 |
59,756 |
|
Cetera Investment Advisers |
2242 |
*New |
2024-03-31 |
15,903 |
$788,000 |
15,903 |
|
CX Institutional |
352 |
*New |
2024-03-31 |
11,669 |
$578,000 |
11,669 |
|
MARINER WEALTH ADVISORS, LLC |
2032 |
*New |
2024-03-31 |
9,797 |
$486,000 |
9,797 |
|
OPPENHEIMER & CO INC |
1159 |
*New |
2024-03-31 |
6,395 |
$317,000 |
6,395 |
|
Private Advisor Group LLC |
2045 |
*New |
2024-03-31 |
4,486 |
$222,000 |
4,486 |
|
GeoWealth Management LLC |
652 |
*New |
2024-03-31 |
4,464 |
$221,000 |
4,464 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1671 |
*New |
2024-03-31 |
888 |
$44,000 |
888 |
|
Bank of New Hampshire |
413 |
*New |
2024-03-31 |
204 |
$10,000 |
204 |
|
Atlantic Trust Group LLC |
2662 |
*New |
2024-03-31 |
64 |
$3,000 |
64 |
|
PRIVATE TRUST CO NA |
2087 |
*New |
2024-03-31 |
37 |
$2,000 |
37 |
|
YHB INVESTMENT ADVISORS, INC. |
883 |
*New |
2024-03-31 |
30 |
$1,000 |
30 |
|
|
12 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|